Gallagher Fiduciary Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Gallagher Fiduciary Advisors’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.32M	Buy	12,197 +644	+6%	+$110K	0.08%	66
2026 Q1	$1.54M	Buy	11,553 +2,723	+31%	+$384K	0.06%	53
2025 Q4	$1.27M	Buy	8,830 +1,168	+15%	+$169K	0.04%	80
2025 Q3	$1.08M	Sell	7,662 -34,074	-82%	-$4.51M	0.04%	76
2025 Q2	$5.28M	Sell	41,736 -710	-2%	-$78.8K	0.2%	30
2025 Q1	$4.38M	Buy	42,446 +208	+0.5%	+$23.6K	0.14%	41
2024 Q4	$4.91M	Buy	42,238 +4,070	+11%	+$474K	0.96%	25
2024 Q3	$4.31M	Sell	38,168 -5,536	-13%	-$608K	0.87%	25
2024 Q2	$4.94M	Buy	43,704 +592	+1%	+$62.3K	1.11%	19
2024 Q1	$4.49M	Sell	43,112 -3,380	-7%	-$342K	0.16%	29
2023 Q4	$4.47M	Sell	46,492 -2,900	-6%	-$258K	0.15%	25
2023 Q3	$4.05M	Sell	49,392 -442	-0.9%	-$37.9K	0.36%	24
2023 Q2	$4.33M	Sell	49,834 -8,382	-14%	-$661K	0.33%	25
2023 Q1	$4.4M	Buy	+58,216	New	+$4.01M	0.36%	25

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gallagher Fiduciary Advisors's XLK Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.6% in Q2 2026, buying an estimated $110K and bringing the position to 12,197 shares worth $2.32M. The position accounts for 0.08% of the portfolio, ranked #66.

Gallagher Fiduciary Advisors first reported a position in XLK in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.28M in Q2 2025. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Gallagher Fiduciary Advisors held 12,197 shares of State Street Technology Select Sector SPDR ETF worth $2.32M as of Q2 2026.
Gallagher Fiduciary Advisors bought 644 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $110K.
State Street Technology Select Sector SPDR ETF made up 0.08% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #66 holding.
Gallagher Fiduciary Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
Gallagher Fiduciary Advisors's State Street Technology Select Sector SPDR ETF position peaked at $5.28M in Q2 2025.
2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.